Using Actionstep Calendar

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:10 AM by Allison Cloyd

NOTE: Actionstep calendars are only available in the Practice Pro + Accounting Plan.

calendar.png

If you select 'Actionstep Calendar', you'll be asked to set a few basic preferences, such as the name of the calendar and how you would like to manage alerts in regard to appointments or changes to the calendar.

as_calendar_setup.png

 

In regards to the two fields shown below:

Append to Title - The text entered into this box will appear after the appointment title when you create the appointment and link it to a matter. You can then use merge fields to pull the information entered into this field within specific matters.

Prepend to Description - As with the option above, populating this field will populate the text in the box in the appointment description when the appointment is being created and linked to a matter. This text will appear after any text you enter into the description field while making the appointment. You can then use merge fields to pull the information entered into this field within specific matters.

 

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